New thinking for wealth management...

Welcome to Shepherd and Wedderburn Financial

Comprehensive financial planning

At Shepherd and Wedderburn Financial we are passionate about looking after our clients.
There are very few places where you can discuss your retirement; plan an exit from your business; ask about personal trust planning; view your investments under one account; have your income tax assessment completed and plan how to gift assets to your children - all under one roof!

By working alongside our legal and tax experts we provide a truly joined-up approach to help you shape your financial future.

Shepherd and Wedderburn Financial Ltd
1 Exchange Crescent
Conference Square
Edinburgh
EH3 8UL
Growing your money

Growing your money

Speak to us for the right advice.

We can help you by looking at your own circumstances,objectives and attitudes to help achieve this most fundamental requirement.

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Enjoying your money

Enjoying your money

Find out how we can help.

Most of us save in order to spend at some point in the future. Taking advice at this stage can be much more critical than at the harder stage of saving it.

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Protecting your money

Protecting your money

Let us reduce your worries.

Even the best financial plans can go off target due to events beyond your control. Let us help you mitigate the risks and protect your money.

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Downloads

Our latest brochures as PDF

Please feel free to download our latest brochures: “ClearView - August 2016” & “Financial Planning Services”. Click on the relevant brochure cover.

If you have any questions then please don’t hesitate to get in touch

What our clients say

On retiring as a GP and having capital to invest I was referred to Sarah Tory 5 years ago. We have continued to be very happy with the advice she has given us in the past in helping us to manage our finances and continues to do so. From my wife's and my own point of view it is important to have confidence in a financial advisor.

Retired GP

Sarah's emphasis is on personal care, she is easy to talk to and explains the relative merits of different options clearly, spending time to make sure that they suit my requirements. She is diligent, organised and a pleasure to deal with - so much so that I have recommended her to my friends and family!

SH, Dunblane

We have worked with John now for over 10 years and they have made dealing with our finances both clear and straightforward. We have never been rushed with decisions and we have been happy to recommend others to him and would have no hesitation in doing so in the future.

Retired Business Owners

John has given excellent and impartial advice to me and several other family members on many occasions over a number of years. I feel confident when recommending him to others.

Non-Executive Director

Some of the Shepherd Wedderburn Financial Team

Meet the team

As the head of Shepherd and Wedderburn Financial I would like to invite you to meet myself and my colleagues and find out more about how we can help you. We've plenty of experience between us and we look forward to hearing from you.

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News & Opinion

SWF advisers are at their happiest when they are talking matters financial. We show here a few pieces in the press which might be of interest to you.

Please do share and retweet and let us know your own thoughts on these topics.

LATEST ARTICLE

ClearView - August 2016
This is the first edition of our newsletter, ClearView, providing a snapshot of what is happening in the ever changing world of financial advice.
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News and Opinion

Get in touch

If you would like to discuss a particular issue or to find out more about the ways in which we can help you plan your finances, contact us by email, phone or by completing the form below.

All information provided is treated in the utmost confidence. We will not share your details with third parties.

    Shepherd and Wedderburn Financial Ltd
    1 Exchange Crescent
    Conference Square
    Edinburgh
    EH3 8UL

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